Fundraising Friday - The How's and Whys of Legacy Giving

When:  Jan 28, 2022 from 08:05 AM to 11:45 AM (ET)
Associated with  AFP NY, Long Island

Keynote: 8:05 - 8:30 AM
Speaker: Alexandra P. Brovey, JD, LLM

Author and Senior Director, Gift Planning

Legacy Giving: What it means to an organization, what it means to a donor

The keynote will address why people give, why they may choose a legacy gift, and how legacy gifts achieve goals of both donors and the charitable organizations.


Break: 8:30 - 8:45 AM

Panel: 8:45 - 9:45 AM
Panelists:  Alexandra Brovey, Meryl Cosentino, Jim Meyer

Legacy Giving: Best Practices

  • Qualified Charitable Distributions (QCDs)from IRAs
  • Evaluating the quality of your donor base re Planned Gifts
  • If you are starting a Planned Giving Program the importance of “Board Buy In”
  • When and if you should use a consultant
  • The Importance of a Gift Acceptance Policy
  • Organization of the office for Legacy Giving
  • Marketing Legacy Giving

Session One: 9:45 - 10:45 AM

Presenter: Stacy Sulman

Challenges and Opportunities in Bequest Administration Today

Bequests and other estate distributions are rarely simple. Each estate has unique challenges.  In this session, Stacy discusses some of the key challenges she faces in managing a large pool of active estates, including: problematic gift restrictions; difficult IRA distributions; and real-estate surprises. In doing so, Stacy will offer tips to running a smooth bequest administration program and to handling the bumps along the way.


Break: 10:45 - 11:00 AM


Session Two: 11:00 - 11:45 AM

Presenters: David Okorn and Shawn Mroz

The Other 20%

Donor-Advised Funds have become increasingly popular as they offer ease and convenience for the right type of donor. What are the benefits and drawbacks of donor-advised funds, how do they work, and can they be a funding source for your organization.

Explore a number of gift planning techniques that donors, advisors and charities may consider to help donors maximize their giving while achieving philanthropic and other goals.



Online Instructions:
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Shari Peyser